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Industries · BFSI & Financial Services

Onboard & serve customers on WhatsApp.

Gaptix powers enquiries, secure onboarding & KYC guidance, applications, renewals, reminders and 24/7 support for 20 BFSI categories — from banks, NBFCs and fintech to insurance, wealth, loans, payments and CA & tax firms. Sensitive actions always stay in secure, compliant channels. Pick your category to see exactly how it works.

01

Banks

Serve customers 24/7 on the channel they use.

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02

NBFCs

Faster lending, smoother servicing.

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03

Fintech

Onboard and activate users at scale.

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04

Insurance

Quote, onboard and service policies fast.

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05

Life Insurance

Protect families, convert with care.

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06

General Insurance

Cover assets, service claims smoothly.

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07

Health Insurance

Guide families to the right health cover.

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08

Insurance Brokers

More policies placed, never a lead lost.

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09

Wealth Management

Nurture relationships, streamline onboarding.

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10

Investment Firms

Educate prospects, onboard investors.

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11

Mutual Fund Distributors

Grow SIPs and keep investors on track.

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12

Stock Brokers

Faster account opening, better support.

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13

Loan Providers

More approvals, fewer drop-offs.

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14

Mortgage Providers

Guide home loans from enquiry to sanction.

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15

Microfinance

Reach and serve borrowers at scale.

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16

Payment Companies

Onboard merchants, support users at scale.

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17

Accounting Firms

Serve clients and streamline document flow.

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18

CA Firms

Compliance, deadlines and clients, organised.

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19

Tax Consultants

Stress-free filing, on-time compliance.

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20

Financial Consultants

Personal finance guidance that scales.

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Don't see your exact institution?

Gaptix adapts to any banking, financial or advisory business. Tell us what you do and we'll show you how.

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